Innovative Wealth Building
CAT icon

Innovative Wealth Building’s Caterpillar CAT Stock Holding History

Innovative Wealth Building’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$334K Hold
412
– – 0.18% 55
2026
Q2 		$439K Buy
412
+12
+3% +$10.5K 0.25% 45
2026
Q1 		$283K Hold
400
– – 0.2% 56
2025
Q4 		$229K Buy
+400
New +$222K 0.17% 59

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Vanguard Capital Management
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Innovative Wealth Building's CAT Position: Q3 2026 in Review

Innovative Wealth Building held its Caterpillar (CAT) position steady in Q3 2026 at 412 shares worth $334K. The position accounts for 0.18% of the portfolio, ranked #55.

Innovative Wealth Building first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $439K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Innovative Wealth Building held 412 shares of Caterpillar worth $334K as of Q3 2026.
  • Innovative Wealth Building left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.18% of Innovative Wealth Building's portfolio in Q3 2026, its #55 holding.
  • Innovative Wealth Building first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Innovative Wealth Building's Caterpillar position peaked at $439K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.